Civic Intelligence

General Employees Trust Fund

990 • Fiscal year 2021 • EIN 23-7404790

Feb 01, 2020 to Jan 31, 2021 • Filed on Dec 06, 2021

Organization ProfileN/A

View Organization Page

1000 Marina Blvd Ste 400Brisbane, CA 94005

(650) 570-7300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.26x

Higher debt load relative to assets than 79% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

78th percentile

0.23x

Higher debt load relative to revenue than 78% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Net Margin

21st percentile

-4.4%

Higher net margin than 21% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$113,631

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2021

Asset Growth

18th percentile

-3.3%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-6.0%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$135,766,631

Down $4,688,038 (-3.3%) from 2020

Net Assets

Down

$100,742,881

Down $4,325,521 (-4.1%) from 2020

Liabilities

Down

$35,023,750

Down $362,517 (-1.0%) from 2020

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin21st percentile

Revenue

Down

$154,975,723

Down $9,973,583 (-6.0%) from 2020

Expenses

Up

$161,849,575

Up $10,797,346 (+7.1%) from 2020

Net Income

Down

-$6,873,852

Down $20,770,929 (-149%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $50,201,087Liabilities 2011: $19,925,661Net Assets 2011: $30,275,4262011Assets 2012: $42,425,116Liabilities 2012: $20,774,544Net Assets 2012: $21,650,5722012Assets 2013: $47,937,433Liabilities 2013: $25,042,454Net Assets 2013: $22,894,9792013Assets 2014: $50,961,233Liabilities 2014: $23,230,817Net Assets 2014: $27,730,4162014Assets 2015: $61,575,481Liabilities 2015: $25,602,447Net Assets 2015: $35,973,0342015Assets 2016: $72,359,853Liabilities 2016: $26,651,845Net Assets 2016: $45,708,0082016Assets 2017: $88,327,792Liabilities 2017: $26,088,272Net Assets 2017: $62,239,5202017Assets 2018: $104,869,961Liabilities 2018: $31,320,151Net Assets 2018: $73,549,8102018Assets 2019: $119,139,910Liabilities 2019: $30,023,812Net Assets 2019: $89,116,0982019Assets 2020: $140,454,669Liabilities 2020: $35,386,267Net Assets 2020: $105,068,4022020Assets 2021: $135,766,631Liabilities 2021: $35,023,750Net Assets 2021: $100,742,8812021Assets 2022: $148,431,218Liabilities 2022: $41,467,503Net Assets 2022: $106,963,7152022Assets 2023: $161,012,277Liabilities 2023: $42,924,567Net Assets 2023: $118,087,7102023Assets 2024: $178,763,125Liabilities 2024: $44,497,778Net Assets 2024: $134,265,3472024Assets 2025: $203,494,861Liabilities 2025: $43,227,407Net Assets 2025: $160,267,4542025

Highlighted filing

2021

Assets$135,766,631
Liabilities$35,023,750
Net Assets$100,742,881
Open 2021 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MExpenses 2011: $92,392,8472011Expenses 2012: $99,298,2512012Expenses 2013: $105,669,8312013Revenue 2014: $116,237,668Expenses 2014: $110,985,217Net Income 2014: $5,252,4512014Revenue 2015: $124,921,419Expenses 2015: $116,602,138Net Income 2015: $8,319,2812015Revenue 2016: $131,219,162Expenses 2016: $121,414,736Net Income 2016: $9,804,4262016Revenue 2017: $136,294,412Expenses 2017: $119,584,900Net Income 2017: $16,709,5122017Revenue 2018: $144,244,162Expenses 2018: $132,601,153Net Income 2018: $11,643,0092018Revenue 2019: $151,982,758Expenses 2019: $137,010,970Net Income 2019: $14,971,7882019Revenue 2020: $164,949,306Expenses 2020: $151,052,229Net Income 2020: $13,897,0772020Revenue 2021: $154,975,723Expenses 2021: $161,849,575Net Income 2021: -$6,873,8522021Revenue 2022: $181,675,367Expenses 2022: $177,162,149Net Income 2022: $4,513,2182022Revenue 2023: $196,341,580Expenses 2023: $183,402,430Net Income 2023: $12,939,1502023Revenue 2024: $211,180,388Expenses 2024: $194,607,677Net Income 2024: $16,572,7112024Revenue 2025: $222,600,904Expenses 2025: $198,848,272Net Income 2025: $23,752,6322025

Highlighted filing

2021

Revenue$154,975,723
Expenses$161,849,575
Net Income-$6,873,852
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2020 to Jan 31, 2021
Signed
Dec 6, 2021
Return Version
2020v4.1
Gross Receipts
$193,108,717
Mission and Program Overview

Mission

Multiemployer welfare benefit plan providing health coverage to participants on whose behalf employers contribute to the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$105,068,402$100,742,881▼ $4,325,521
Investments in Publicly Traded Securities$53,819,475$57,816,344▲ $3,996,869
Investments Other Securities$33,279,915$32,261,751▼ $1,018,164
Savings and Temporary Cash Investments$36,968,278$28,918,195▼ $8,050,083
Accounts Receivable$16,374,150$16,750,751▲ $376,601
Prepaid Expenses and Deferred Charges$12,851$19,590▲ $6,739
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$140,454,669$135,766,631▼ $4,688,038
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$32,930,233$34,417,224▲ $1,486,991
Accounts Payable and Accrued Expenses$2,456,034$606,526▼ $1,849,508
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$35,386,267$35,023,750▼ $362,517
Net Assets / Fund Balance
Total Net Assets Fund Balance$105,068,402$100,742,881▼ $4,325,521
Total Liabilities and Net Assets / Fund Balance$140,454,669$135,766,631▼ $4,688,038

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$10,533,960--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseOtherTotal
Mark SharwoodUnion Trustee-$113,631$113,631
David HuertaUnion Trustee (alt.)-$110,727$110,727
Denise SolisUnion Trustee-$107,657$107,657
Olga MirandaUnion Trustee-$86,207$86,207
George HernandezEmployer Trustee$24,000-$24,000
Jim BeardEmployer Trustee$24,000-$24,000
Tim BrekkeEmployer Trustee$24,000-$24,000
Charles GilchristUnion Trustee$24,000-$24,000
Ray NannEmployer Trustee$24,000-$24,000
H Jim EdwardsEmployer Trustee (alt.)$9,000-$9,000

Board Members and Trustees

NameTitle
Christopher BouvierEmployer Trustee (alt.)

Highest Paid Contractors

ContractorServicesLocationCompensation
Optum Rx INCClaims ProcessorPO Box 650629, Dallas, TX 75265$9,227,033
Northwest Administrators INCAdministrator2323 EASTLAKE AVE, Seattle, WA 98102$2,401,859
Anthem Blue CrossClaim Processor11050 OLSEN DR STE 110, Rancho Cordova, CA 95670$996,660
Delta Dentaldental ADMINISTRATORPO BOX 429086, San Francisco, CA 94142$330,537
National Compliance ServicesEmployer Compliance463 MIDDLEFIELD RD, Boulder Creek, CA 95006$300,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$152,343,111
Investment Income
$2,565,561
Other Revenue
$67,051
Change in Net Assets
$-6,873,852

Audited Revenue Reconciliation

Revenue per Audited Statements
$154,975,723
Revenue Not Reported on Form 990
$2,548,331
Total Revenue per Audited Statements
$157,524,054
Total Revenue per Form 990
$154,975,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,117,255
Salaries, Compensation, and Employee Benefits$129,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$157,603,320
Fees for Services Management---$2,401,859
Fees for Services Other---$484,660
Fees for Service Investment Mgmnt Fees---$418,601
Fees for Services Accounting---$372,790
Office Expenses---$167,867
Fees for Services Legal---$154,492
Current Officers, Directors, Trustees, and Key Employees---$129,000
Insurance---$67,206
Other Expenses---$40,866
Conferences and Meetings---$8,914
Total Functional Expenses$0$0$0$161,849,575

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$161,849,575
Expenses per Audited Statements$160,362,584
Total Expenses per Audited Statements$160,362,584
Expenses Not Reported on Financial Statements$1,486,991
Other Expense Adjustments$1,486,991
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$34,417,224
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11B:

“The Plan's CPA prepares the form 990 which is reviewed by the third party administrator and presented to the Board chairman and co chairman to review and approve prior to being filed. The full board can request copies of the completed form 990. Part VI, Line 12c: The trustees participate in regular board of trustee meetings and are required to report to the board any conflicts of interest that arise. Part VI, Line 15b: The full board periodically reviews and approves the compensation for paid trustees. Part VI, Line 19: The Plan's governing documents, conflict of interest policy and financial statements are available to participants upon request. Annually, the Plan files a form 5500 annual return/report of Employee Benefit Plan with the Department of Labor. The form 5500 is available on the DOL's website. PART VII, Section A: Reportable compensation and estimated amounts of other compensation from the related organizations for Olga Miranda, Mark Sharwood, Denise Solis and David Huerta represent amounts that were reported on the 2020 form LM-2.”

Filing and Contact Details

Filer

Filer Name
General Employees Trust Fund
EIN
23-7404790
In Care Of
% NORTHWEST ADMINISTRATORS INC
Phone
6505707300
Address
1000 MARINA BLVD STE 400, BRISBANE, CA 94005

Signing Officer

Name
Mark Sharwood
Title
Chairman
Phone
6505707300
Signed
2021-12-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Sharwood
Formed
1973
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
600 STEWART ST STE 618, SEATTLE, WA 98101
Preparer
Catalina Kirby
Phone
2055963930
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part xii, line 4b: change in benefit obligation at january 31, 2021 $1,486,991.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt424000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt524000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt624000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt724000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt824000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt99000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0113631
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1110727
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2107657
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt386207
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE (ALT.)
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9EMPLOYER TRUSTEE (ALT.)
IRS990/Form990PartVIISectionAGrp/TitleTxt10EMPLOYER TRUSTEE (ALT.)
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-50432
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt038082562
IRS990/GrossReceiptsAmt0193108717
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt067206
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02615993
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02615993
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt033279915
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt032261751
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt053819475
IRS990/InvestmentsPubTradedSecGrp/EOYAmt057816344
IRS990/IRPDocumentCnt041
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt038132994
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING HEALTH COVERAGE TO PARTICIPANTS ON WHOSE BEHALF EMPLOYERS CONTRIBUTE TO THE PLAN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0105068402
IRS990/NetAssetsOrFundBalancesEOYAmt0100742881
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-50432
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-50432
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02548331
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0167867
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt040866
IRS990/OtherLiabilitiesGrp/BOYAmt032930233
IRS990/OtherLiabilitiesGrp/EOYAmt034417224
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt067051
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt067051
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt067051
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012851
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019590
IRS990/PrincipalOfficerNm0MARK SHARWOOD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0152221253
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1121858
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0152221253
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1121858
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0147302386
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02871740
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03620843
IRS990/PYOtherRevenueAmt03186129
IRS990/PYProgramServiceRevenueAmt0158891437
IRS990/PYRevenuesLessExpensesAmt013897077
IRS990/PYSalariesCompEmpBnftPaidAmt0129000
IRS990/PYTotalExpensesAmt0151052229
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0164949306
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-6873852
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0105068402
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0100742881
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036968278
IRS990/SavingsAndTempCashInvstGrp/EOYAmt028918195
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01486991
IRS990ScheduleD/ExpensesSubtotalAmt0160362584
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02548331
IRS990ScheduleD/OtherExpensesNotIncludedAmt01486991
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt034417224
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt013767830
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt17959961
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt210533960
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AMERICAN CORE REALTY FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BOYD WATTERSON GSA FUND LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CORBIN ERISA OPP FUND, LP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt02548331
IRS990ScheduleD/RevenueSubtotalAmt0154975723
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATION AT JANUARY 31, 2021 $1,486,991.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueSecuritiesAmt032261751
IRS990ScheduleD/TotalExpensesPerForm990Amt0161849575
IRS990ScheduleD/TotalLiabilityAmt034417224
IRS990ScheduleD/TotalRevenuePerForm990Amt0154975723
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0157524054
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0160362584
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Plan's CPA prepares the form 990 which is reviewed by the third party administrator and presented to the Board chairman and co chairman to review and approve prior to being filed. The full board can request copies of the completed form 990. Part VI, Line 12c: The trustees participate in regular board of trustee meetings and are required to report to the board any conflicts of interest that arise. Part VI, Line 15b: The full board periodically reviews and approves the compensation for paid trustees. Part VI, Line 19: The Plan's governing documents, conflict of interest policy and financial statements are available to participants upon request. Annually, the Plan files a form 5500 annual return/report of Employee Benefit Plan with the Department of Labor. The form 5500 is available on the DOL's website. PART VII, Section A: Reportable compensation and estimated amounts of other compensation from the related organizations for Olga Miranda, Mark Sharwood, Denise Solis and David Huerta represent amounts that were reported on the 2020 form LM-2.

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,766,631
Liabilities
$35,023,750
Net assets
$100,742,881
Revenue
$154,975,723
Expenses
$161,849,575
Net income
-$6,873,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$203$43.2$160$223$199$23.8
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$179$44.5$134$211$195$16.6
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$161$42.9$118$196$183$12.9
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$148$41.5$107$182$177$4.51
2021Detailed filing. Detailed filing data is available for this year.$136$35.0$101$155$162$6.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$140$35.4$105$165$151$13.9
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$119$30.0$89.1$152$137$15.0
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$31.3$73.5$144$133$11.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$88.3$26.1$62.2$136$120$16.7
2016Detailed filing. Detailed filing data is available for this year.$72.4$26.7$45.7$131$121$9.80
2015Detailed filing. Detailed filing data is available for this year.$61.6$25.6$36.0$125$117$8.32
2014Detailed filing. Detailed filing data is available for this year.$51.0$23.2$27.7$116$111$5.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.9$25.0$22.9$106
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.4$20.8$21.7$99.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.2$19.9$30.3$92.4